-68.5%
LYFT vs PTEN
+70.3%
-138.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.3% | +7.1% | +4.4% |
| 7D | -4.9% | 0.0% | -4.9% | -5.0% |
| 30D | -9.0% | +10.1% | -19.1% | -11.0% |
| 3M | +17.4% | +9.0% | +8.5% | +14.1% |
| 6M | +21.7% | +22.8% | -1.1% | +13.9% |
| YTD | -17.9% | +109.2% | -127.1% | -32.5% |
| 1Y | -14.6% | +133.9% | -148.5% | -32.2% |
| 3Y | +40.2% | -11.4% | +51.6% | +31.0% |
| 5Y | -68.5% | +78.9% | -147.4% | -76.9% |
| All | -68.5% | +70.3% | -138.8% | -76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling